PCG

Prosperity Consulting Group Portfolio holdings

AUM $1.37B
1-Year Est. Return 15.22%
This Quarter Est. Return
1 Year Est. Return
+15.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$544M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$24.1M
3
+$14.3M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$12.7M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$12.4M

Top Sells

1
+$2.6M
2
+$1.59M
3
+$1.3M
4
CAT icon
Caterpillar
CAT
+$1.12M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$846K

Sector Composition

1 Technology 13.3%
2 Financials 7.21%
3 Healthcare 4.66%
4 Industrials 3.95%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$258K 0.02%
17,590
-6,519
402
$256K 0.02%
+2,396
403
$256K 0.02%
+2,455
404
$254K 0.02%
+286
405
$250K 0.02%
1,897
+190
406
$249K 0.02%
+3,772
407
$244K 0.02%
+1,235
408
$243K 0.02%
1,252
+24
409
$242K 0.02%
+465
410
$241K 0.02%
+5,180
411
$240K 0.02%
+6,417
412
$239K 0.02%
1,790
-790
413
$239K 0.02%
+12,167
414
$239K 0.02%
5,512
-1,848
415
$236K 0.02%
+2,943
416
$235K 0.02%
2,409
-841
417
$234K 0.02%
+6,737
418
$233K 0.02%
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419
$233K 0.02%
+2,259
420
$232K 0.02%
2,309
-535
421
$232K 0.02%
+1,312
422
$229K 0.02%
2,287
-536
423
$228K 0.02%
1,920
-342
424
$226K 0.02%
2,555
-754
425
$225K 0.02%
7,594
-2,209
15 16
17
18 19